The Send Settings panel of the Settings screen allows you to set rules for data transfer from BillQuick Online to QuickBooks Online database. You can also restrict the data sent from BillQuick Online to QuickBooks Online by specifying filters and options. The Send options change depending upon the module selected from the list on the left of the screen.
Expenses in BillQuick Online are sent as inventory items in QuickBooks
Online upon enabling Track quantity
on hand in the company settings and upon checking the same option
in the Product and Services screen of QuickBooks
Online.
If the payroll settings are turned on in QuickBooks Online, you might
not be able to send employees from BillQuick Online. In this case, you
can use the Smart
Match feature to sync employee data between BillQuick Online and QuickBooks
Online.
The following are descriptions of fields on this screen:
Options
BillQuick Online provides some options for sending data to QuickBooks Online:
Do Not Send. . .
Check this option if you don’t want BillQuick Online to send data for the selected module. For example, if you do not want to send time records to QuickBooks Online, check ‘Do not Send Time data’ option.
Ignore Last Sync Date:
Checked, BillQuick Online ignores the date when it had last integrated with QuickBooks Online for the selected module.
Active Only:
Checked, only active BillQuick Online data is considered for transfer, such as active employees, clients and vendors.
For Time Records, you can specify additional options:
Skip Comp Time:
Check this option if you don’t want to transfer compensation time to QuickBooks Online.
Transfer A-Hours:
Check this option to transfer actual hours to QuickBooks Online instead of billable hours (B -Hours).
Skip Sending Employee/Vendor Time:
Check any of these options to skip sending employee or vendor time entries to QuickBooks Online.
For Vendor Bills, you can specify an additional option:
Map Reference to QB Reference:
You can check this option if you want to map the Reference number field of the vendor bill in BillQuick Online to the QB Reference field in QuickBooks Online or else it gets mapped to the bill number in QuickBooks Online.
Overwrite Rules for Duplicate Records:
In this section, you can specify the overwrite rules for selected module. For instance, if both BillQuick Online and QuickBooks Online have a record for employee John Doe:
Never:
Neither BillQuick Online or QuickBooks Online version of field data will be updated. Thus, you will have two versions of that record. For example, if the employee record has a different address in each database, those fields will not be updated upon synchronization.
Always:
BillQuick Online data will always overwrite the QuickBooks Online data in the Send mode. Again, if two different addresses exist, the employee address in BillQuick Online will replace that of QuickBooks Online.
Most Recent:
BillQuick Online compares the Last Modified On date-time stamp for QuickBooks Online and BillQuick Online fields. The more recent one replaces the older data in the other database.
Filters
Filters allow you to restrict the data transferred between BillQuick Online and QuickBooks Online. For example, you might like to transfer only one group of clients from BillQuick Online to QuickBooks Online. The filter fields keep on changing depending on the module selected. The intersection of data produced by applying all filters is what will be transferred.
Date Filters:
Each linked record saves a ‘Last Modified On’ date that is used to determine which record is most recent. It is the system date when a record was generated or modified. On the other hand, the Date filter is the time and expense entry or invoice date that we enter in BillQuick Online. Both filters are useful and save time when you want to sync data for a specific period.
Other Filters:
Depending on the module selected, you can also apply other filters to restrict data sent from BillQuick Online to QuickBooks Online. For example, you can filter data by IDs, groups or managers for employees, activities and projects. For Chart of Accounts, you can filter data by the type of account.